PHSTX vs. FPHAX

In the year-to-date period, PHSTX achieves a -4.38% return, which is significantly higher than FPHAX's -9.11% return. Over the past 10 years, PHSTX has underperformed FPHAX with an annualized return of -2.85%, while FPHAX has yielded a comparatively higher 0.82% annualized return.

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PHSTX has a 1.05% expense ratio, which is higher than FPHAX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PHSTX Sharpe Ratio is -0.91, which is comparable to the FPHAX Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of PHSTX and FPHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHSTX's dividend yield for the trailing twelve months is around 0.39%, less than FPHAX's 1.46% yield.

The maximum PHSTX drawdown since its inception was -45.34%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for PHSTX and FPHAX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Global Health Care Fund (PHSTX) is 6.82%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 10.38%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.